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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,844 | $67,595+50.7% | $186,193-45.3% | $64,340+58.3% |
| Participation rate | 73.7% | 51.9%+21.7pp | 77.1%-3.4pp | 55.2%+18.4pp |
| Annual return | 14.31% | 17.46%-3.2pp | 78.03%-63.7pp | 24.14%-9.8pp |
| Employer contribution / active EE | $1,643 | $1,513+8.6% | $3,918-58.1% | $1,862-11.8% |
| Participant deferral / active EE | $2,483 | $3,023-17.9% | $6,513-61.9% | $2,980-16.7% |
| Admin fee / account holder | $9,164 | $5,311+72.5% | $11,058-17.1% | $3,703+147.5% |